Attracting financial advisors to alternative investment solutions like those from NexPoint requires more than traditional marketing. Innovation and creativity are key. Developing high-quality offering materials that tell your firm’s investment story, creating non-product reports that highlight industry insights, and crafting sales emails that engage advisors are essential to staying top of mind and driving meaningful conversations.
High-quality offering materials are essential for helping advisors and investors clearly understand your alternative investment products.
A recent Cerulli survey revealed that advisors need more education on alternative investments, highlighting a key opportunity for sponsors to enhance their materials. By incorporating an educational component into your offering materials, you bridge the knowledge gap, ensuring that advisors and investors fully grasp the product’s benefits rather than assuming familiarity. In addition, materials should tell the story behind your firm’s offerings and emphasize what sets your products apart from others in the market. This approach not only educates but also strengthens your firm’s positioning in a crowded space.
Creating non-product-related reports is an essential strategy for alternative investment firms to educate and engage financial advisors without overtly promoting their products.
These reports allow your firm to provide valuable insights on market trends, regulatory updates, and broader investment strategies, positioning you as a trusted resource rather than just a product provider. By offering educational content that speaks to the needs and challenges advisors face, you build trust and help keep your firm top of mind with advisors, which can lead to increased interest in your alternative investment solutions.
Engaging emails are a critical tool for alternative investment firms to effectively educate financial advisors about your asset class, investment offerings, and upcoming opportunities to engage with your firm.
Well-crafted emails not only provide valuable insights into your products and the broader market but also serve as a platform to invite advisors to webinars, promote conference attendance, and keep them informed of important updates. By delivering content that resonates with advisors and speaks to their needs, you can spark interest, encourage participation, and drive stronger relationships that ultimately lead to deeper engagement with your firm’s offerings.
Our approach is customizable. We can collaborate with your in-house marketing team, take on a single smaller project, or create a comprehensive plan for all your marketing. We adapt our marketing to our clients’ needs.
In a 15-minute exploratory call, we’ll discuss how Marketing Intent can collaborate with your team to support your capital-raising efforts.
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